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Client dashboard
The client dashboard, if activated, will not only show the patient’s name and chart number, but the expanded notes indicators, shown in the highlighted box below. Expanded notes Expanded notes are color codes that can be used for many different ...
Client card introduction
Client cards are the records of individuals associated with your clinic, including patients, clinic providers, staff members, and referral doctors. Client cards house all demographic information; including names, addresses (clinic address if a ...
The appointment scheduler
To open the appointments window, click the ‘appoints’ icon on the tabletop toolbar. The schedule is a tool that serves as a centralized location for keeping track of all scheduled activities within the clinic and it offers a wide range of features. ...
Alberta Health claim reconciliations
There may be times when claims do not get approved, and additional work will be required before they are accepted by Alberta Health. Typically, a new reconciliation file will be available for the clinic to download every Monday. Downloading this ...
Appointment detail window
Appointment detail window Right click on an existing appointment to open the appointment detail window or drag and drop a client from the shuttle bay to the schedule, the detail window will open. Click here to learn how to book an appointment. Click ...